Assign and edit group rules

Assign or edit rule for a new group or for existing groups.

  1. Select new or existing group.
  2. Click on the icon to open the respective group configuration.
  3. The following window is displayed:
Configure group
Configure group

You can configure the following settings:

Option/Function

Description

Recording

The recording rule defines which content (e. g. audio, video, chat) is recorded for one or several groups in which way and how long the recording will be saved.

  • Click in the field Recording rule.
    • Select the recording rule from the drop-down list.
  • Default recording rule 2 years.

- Configure recording rule, see Configure recording rule.

Replay

The replay rule defines for one or several groups which rules apply for replaying the recordings.

  • Click in the field Replay rule.
    • Select the replay rule from the drop-down list.
  • Default replay rules:
    • Replay All,
    • Replay No,
    • Replay Own

Configure replay rule, see Configure replay rule.

Access & Right

Define the access rights for one or several groups as well as the options, rights, and rules for working with Recording Insights.

Configure access rights, see Configure access & right.

Regional storage

Configure the regional storage location for the group’s recordings.

  • Select the regional storage location in the field Regional Storage to save recordings in the corresponding region.
    • If no regional storage location is selected, the regional storage location from the tenant configuration is used.
    • The regional storage location can be different from the setting in the user rule.

Select regional storage, see Regional storage,

Add On

Assign one or several add ons to a group, see Information about the license packages.

  • Add On Analytics,
  • Add-On Chat Recording
  • Add On Zoom Integration1)
  • Add On Genesys1)
  • Add On Ring Central1)
  • 1) The field Integration User is opened with the entry Azure AD.
  • Add On Dynamics
  • Additional license AI Policy Engine

Priority

The priority defines which rules are supposed to apply for users who have been assigned individual user rules as well as differing group rules.

  • Click in the field Priority.
  • Enter a value for the priority.
  • The default value is 1 (highest priority).
  1. Cancel group configuration
  2. Click on the icon to discard the entries of the group configuration.
  3. Click on the button Save to save the entries.
  4. Click on the button Delete Group to delete the group from the group configuration.
    Confirm the deletion of the combination of the group:
    − Click on the button Yes to delete the group.
    − Click on the button No to cancel the process of deleting the group.

Description of the options for the group configuration

Only already created rules can be selected. For information about the creation of rules see Tab Rules.